Broadridge Financial Solutions, Inc.

Integrated Wealth Concepts LLC BR

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/13/2026

Shares

34,764

Value ($000)

7,758

Weight

0.1%

2019 Q4 - 2025 Q4 (21 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/13/2026	7,758	0.1%	34,764	12/31/2025
2025 Q3	11/14/2025	11,209	0.1%	47,061	9/30/2025
2025 Q2	8/14/2025	10,642	0.1%	43,789	6/30/2025
2025 Q1	5/15/2025	7,364	0.1%	30,373	3/31/2025
2024 Q4	2/14/2025	6,679	0.1%	29,541	12/31/2024
2024 Q3	11/14/2024	5,365	0.1%	24,950	9/30/2024
2024 Q2	8/14/2024	4,446	0.1%	22,569	6/30/2024
2024 Q1	5/15/2024	3,471	0.1%	16,940	3/31/2024
2023 Q4	2/13/2024	3,201	0.1%	15,555	12/31/2023
2023 Q3	11/15/2023	960	0.0%	5,364	9/30/2023
2023 Q2	8/15/2023	1,034	0.0%	6,245	6/30/2023
2023 Q1	5/3/2023	270	0.0%	1,843	3/31/2023
2022 Q3	11/14/2022	219	0.0%	1,518	9/30/2022
2021 Q4	2/15/2022	753	0.0%	4,120	12/31/2021
2021 Q3	11/15/2021	679	0.0%	4,073	9/30/2021
2021 Q2	8/13/2021	618	0.0%	3,824	6/30/2021
2021 Q1	5/13/2021	585	0.0%	3,821	3/31/2021
2020 Q4	2/12/2021	515	0.0%	3,362	12/31/2020
2020 Q3	11/13/2020	345	0.0%	2,612	9/30/2020
2020 Q2	7/30/2020	270	0.0%	2,143	6/30/2020
2019 Q4	2/20/2020	237	0.0%	1,917	12/31/2019